Capital Financial

Prime Benefits is a Phoenix, MD-based company specializing in customized and cost-efficient retirement plans, catering primarily to small and mid-sized businesses in the greater Baltimore Washington area for over 20 years. By unbundling investing from recordkeeping and administration, they offer tailored solutions that enhance compliance and mitigate potential problems. The firm's expertise as Third-Party Administrators (TPAs) includes a robust understanding of IRS and DOL regulations, compliance testing, and fiduciary responsibilities, all backed by a combined 90 years of experience. Their commitment to innovation helps clients save on costs while achieving long-term objectives in an ever-evolving regulatory landscape. Generated from the website

Securities America, now known as Osaic Securities, specializes in offering a range of financial services, including investment advisory services, through its subsidiary Osaic Wealth Inc. The firm operates as a registered broker-dealer and investment adviser, and is a member of both FINRA and SIPC. In addition to Osaic Wealth Inc., the firm encompasses several affiliated entities, such as Osaic Institutions Inc. and Triad Advisors LLC, which also provide brokerage and advisory services. Customers can expect that these services are independent from other marketed names and entities referenced in the firm's offerings. Generated from the website

Raymond James is a renowned global financial services firm known for providing trusted advice and tailored sophisticated strategies for individuals and institutions. With a focus on understanding the unique complexities of each client's life, Raymond James advisors offer a range of services and resources to help clients plan for their financial future. Generated from the website